Category Archives for Uncategorized

Strategy to avoid estate tax and protect your wealth

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Importance of Irrevocable Trust to avoid estate taxes and protect your wealth You should know how to recognize what solutions are available to help you mitigate and eliminate potential estate exposure. What is an Irrevocable Trust? -a separate legal entity that holds your assets that can be potentially be protected from creditors and estate taxes. […]

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Who needs a revocable trust?

signing documents

Revocable Trust should be the Centerpiece of your Estate Plan Here is something most people often got overlook in the financial world, no matter what level of wealth you have, whether you have massive wealth or you’re just starting to accumulate wealth a Revocable Trust should sit at the center of every estate plan. A […]

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How does a business manage risk and control insurance costs?

man stopping the blocks to fall

There are several strategies how a business can manage risk and control insurance costs. This video will discuss one of them and is an interesting and in some cases can be powerful solution for business owners to: Manage and control Risk Mitigate Business Insurance Premium costs Potential to boost your Personal Wealth The strategy you […]

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Can you time the market?

man sitting with laptop around the clock

Nobody has ever been able to time the Market with any consistency, why is it so hard? In order to consistently and repeatedly time the Market you should know: • When to get out the market • When do you get back in the market • Be able to repeat this over and over again, […]

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4 Mistakes when selling a business

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4 Common Mistakes Business owners make when selling a business, and how to avoid them Have you ever thought of selling your business? You should know the 4 common mistakes which many business owners make and knowing these mistakes will help people to learn to avoid them when selling their business. Importance of knowing these […]

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One Simple Way to Protect your Wealth?

yellow umbrella on the water

How will you Protect your Wealth? Here are some questions that you also need to think of in order to protect your wealth: -What if things go wrong? -What if things didn’t go according to plan? -What if you or your child cause an accident? -What if you are sued? Start thinking about your wealth […]

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Avoiding Investor Mistakes in Bubbles, Part 1

stocks increase

Avoiding Investor Mistakes in Bubbles, Part 1 Key Takeaways I believe that the wounds from the tech crash of 2000 and the housing bust of 2008–2009 are still fresh in investors’ minds. Don’t let the record high levels of the Dow, S&P 500 or other index fool you into thinking the markets are “overvalued.” The […]

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Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different

Bull and bear stock market

Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different Key Takeaways Bear markets are painful, but given enough time, they always have paved the way for a fresh new bull market. Don’t make irrational decisions during unsettling times or it could take you years to recover. Bear markets occur for a wide variety […]

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Avoiding Investor Mistakes Made During Corrections

man standing on a boat made of dollar with storm

Avoiding Investor Mistakes Made During Corrections Key Takeaways null As John Templeton famously said: “The four most expensive words in the English language are, ‘This time it’s different.’” Market corrections are painful, but historically, given enough time, they have always given way to new bull markets. Don’t make irrational decisions during unsettling times, or it […]

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Beware of Pretenders, Predators and Other Red Flags, Part 2

tiger eyes

Beware of Pretenders, Predators and Other Red Flags, Part 2 Key Takeaways As an accomplished entrepreneur, you may qualify for a “family office I believe there are three telltale signs for spotting a predatory advisor. Roughly one in five business owners (20%) believe they have been hoodwinked by a financial advisor*. Always make sure you […]

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